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Episode 65 - IPOs Explained

Isaac Pisarczyk & Brayden Disbrow

In this returning episode of The Momentous Wealth Podcast, hosts Isaac Pisarczyk and Brayden Disbrow break down everything you need to know about Initial Public Offerings (IPOs). From the seven-step IPO process to the role of underwriters, pricing, and SEC review, we cover the technical mechanics behind going public. We also dive into the investor side — due diligence, lockup periods, volatility, and when new IPOs join indexes like the S&P 500. With companies like SpaceX, OpenAI, and Anthropic making headlines, there's no better time to get educated. Tune in for a clear, relatable guide to navigating the world of IPOs!

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Episode 64 - Update on Mortgage Rates (feat. Jason Fleming)

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 63 - Private Equity

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 62 - National Debt

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 61 - Politics and the Market

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 60 - What Washington Residents Need to Know About the New Capital Gains & Estate Tax Hikes

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 59 - What Investors Need to Know About the Big Beautiful Bill

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 58 - Why You Need a Plan for Long-Term Care (Featuring Special Guest Nathan Sanow)

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 57 - Part 2 of 2: Navigating Market Volatility Using The Buckets of Money Approach

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 56 - Part 1 of 2: Navigating Market Volatility

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 55 - Smart Money Moves in Your 40s: The Keys to Building Lasting Wealth

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 54 - Balancing Saving for the Future and Enjoying Life Today (with Special Guest Linde Carroll, CFP®)

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 53 - Emergency Episode: Fed Rate Cuts

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 52 - Separately Managed Accounts

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 51 - Interview with Ryland Puzzitiello from Dimensional Fund Advisors

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 50 - Big Potential Tax Changes Ahead

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 49 - 2024 Mid Year Market Update - A Tale of Two Markets

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 48 - How Much Should I Have in Cash?

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 47 - How Does the National Debt Affect Markets?

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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Episode 46 - The Magic Number

Todd Pisarczyk & Nik Miner

Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic number” might be in order to retire.

https://www.schwab.com/learn/story/beyond-4-rule-how-much-can-you-spend-retirement

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